Marks Group Wealth Management

Marks Group Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Marks Group Wealth Management

Marks Group Wealth Management holds 298 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 3.4 $20M 704k 27.97
Alphabet Cap Stk Cl C (GOOG) 1.9 $11M 5.2k 2084.75
UnitedHealth (UNH) 1.8 $10M 27k 369.44
Aon Shs Cl A (AON) 1.7 $9.6M 45k 211.99
Meta Platforms Cl A (META) 1.6 $9.1M 39k 235.58
Apple (AAPL) 1.5 $8.5M 55k 153.74
Icon SHS (ICLR) 1.5 $8.5M 27k 309.58
Transunion (TRU) 1.5 $8.3M 70k 118.48
Stryker Corporation (SYK) 1.4 $8.2M 44k 187.30
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.3 $7.6M 196k 38.56
Verisk Analytics (VRSK) 1.3 $7.3M 32k 228.42
Moody's Corporation (MCO) 1.3 $7.2M 19k 390.39
Medtronic SHS (MDT) 1.2 $7.1M 69k 103.52
Copart (CPRT) 1.2 $7.0M 46k 151.56
Msci (MSCI) 1.2 $6.8M 15k 468.75
Union Pacific Corporation (UNP) 1.1 $6.5M 26k 256.41
Fiserv (FI) 1.1 $6.5M 90k 72.02
Centene Corporation (CNC) 1.1 $6.5M 79k 81.67
Intercontinental Exchange (ICE) 1.1 $6.3M 68k 93.78
Iqvia Holdings (IQV) 1.1 $6.0M 32k 190.74
Baxter International (BAX) 1.1 $6.0M 69k 86.61
Air Products & Chemicals (APD) 1.0 $6.0M 20k 303.50
Zoetis Cl A (ZTS) 0.9 $5.4M 29k 186.26
Visa Com Cl A (V) 0.9 $5.2M 32k 163.71
Abbott Laboratories (ABT) 0.9 $5.0M 52k 95.88
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.9 $5.0M 107k 46.33
Roper Industries (ROP) 0.8 $4.7M 9.5k 492.54
PerkinElmer (RVTY) 0.8 $4.7M 36k 129.04
CMC Materials 0.8 $4.7M 38k 122.81
Honeywell International (HON) 0.8 $4.6M 32k 143.24
Forward Air Corporation (FWRD) 0.8 $4.6M 58k 79.08
Target Corporation (TGT) 0.8 $4.6M 29k 157.13
Tyler Technologies (TYL) 0.8 $4.6M 8.6k 537.44
Tractor Supply Company (TSCO) 0.8 $4.5M 29k 153.29
Brown & Brown (BRO) 0.8 $4.4M 98k 45.30
Carlisle Companies (CSL) 0.8 $4.4M 28k 159.15
J.B. Hunt Transport Services (JBHT) 0.8 $4.4M 33k 132.21
Kla Corp Com New (KLAC) 0.8 $4.3M 16k 275.72
Texas Instruments Incorporated (TXN) 0.8 $4.3M 35k 122.41
Arthur J. Gallagher & Co. (AJG) 0.7 $4.3M 39k 110.33
FTI Consulting (FCN) 0.7 $4.2M 43k 99.12
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.7 $4.2M 16k 268.32
Avery Dennison Corporation (AVY) 0.7 $4.2M 30k 139.71
Marsh & McLennan Companies (MMC) 0.7 $4.2M 37k 111.99
Broadridge Financial Solutions (BR) 0.7 $4.2M 36k 116.34
Genpact SHS (G) 0.7 $4.1M 121k 34.34
salesforce (CRM) 0.7 $4.1M 21k 194.49
Ss&c Technologies Holding (SSNC) 0.7 $4.1M 78k 52.81
Morningstar (MORN) 0.7 $4.1M 16k 261.35
Dollar General (DG) 0.7 $4.1M 27k 151.51
Northrop Grumman Corporation (NOC) 0.7 $4.1M 16k 250.11
Ametek (AME) 0.7 $4.0M 43k 94.50
S&p Global (SPGI) 0.7 $4.0M 11k 359.06
Ttec Holdings (TTEC) 0.7 $3.9M 67k 58.47
Tesla Motors (TSLA) 0.7 $3.9M 3.7k 1056.82
Amdocs SHS (DOX) 0.7 $3.9M 80k 48.27
Primerica (PRI) 0.7 $3.9M 39k 98.31
Caci Intl Cl A (CACI) 0.7 $3.8M 22k 172.21
Becton, Dickinson and (BDX) 0.7 $3.8M 23k 164.56
IDEXX Laboratories (IDXX) 0.7 $3.7M 7.3k 508.68
Toro Company (TTC) 0.6 $3.7M 58k 64.41
Maximus (MMS) 0.6 $3.7M 72k 51.25
Fastenal Company (FAST) 0.6 $3.7M 58k 63.97
Texas Roadhouse (TXRH) 0.6 $3.7M 64k 57.03
ESCO Technologies (ESE) 0.6 $3.6M 63k 57.91
Columbia Sportswear Company (COLM) 0.6 $3.6M 58k 62.79
CoStar (CSGP) 0.6 $3.6M 45k 79.09
Leidos Holdings (LDOS) 0.6 $3.5M 61k 57.12
FactSet Research Systems (FDS) 0.6 $3.3M 9.1k 366.45
Gibraltar Industries (ROCK) 0.6 $3.3M 77k 42.96
Guggenheim Strategic Opportu Com Sbi (GOF) 0.6 $3.3M 190k 17.17
Cintas Corporation (CTAS) 0.6 $3.2M 9.5k 338.85
Paypal Holdings (PYPL) 0.6 $3.2M 23k 140.80
Ansys (ANSS) 0.5 $3.1M 7.8k 401.02
Fair Isaac Corporation (FICO) 0.5 $3.0M 9.1k 331.65
Amazon (AMZN) 0.5 $3.0M 1.2k 2506.29
Interactive Brokers Group In Com Cl A (IBKR) 0.5 $3.0M 49k 60.55
Thermo Fisher Scientific (TMO) 0.5 $2.7M 5.1k 531.68
Credit Acceptance (CACC) 0.5 $2.7M 5.1k 527.11
Intuitive Surgical Com New (ISRG) 0.4 $2.6M 9.5k 269.52
Gabelli Equity Trust (GAB) 0.4 $2.5M 352k 7.13
Simpson Manufacturing (SSD) 0.4 $2.5M 28k 90.55
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.4 $2.5M 233k 10.67
Darden Restaurants (DRI) 0.4 $2.4M 24k 98.39
Advance Auto Parts (AAP) 0.4 $2.4M 15k 155.67
Liberty All Star Equity Sh Ben Int (USA) 0.4 $2.3M 280k 8.38
Fortune Brands (FBIN) 0.4 $2.3M 34k 69.23
Parker-Hannifin Corporation (PH) 0.4 $2.3M 11k 205.12
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $2.3M 19k 120.74
Watsco, Incorporated (WSO) 0.4 $2.3M 11k 202.00
MarketAxess Holdings (MKTX) 0.4 $2.3M 7.2k 315.56
Keysight Technologies (KEYS) 0.4 $2.3M 17k 131.22
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $2.3M 25k 91.42
Microsoft Corporation (MSFT) 0.4 $2.1M 6.8k 311.49
First Republic Bank/san F (FRCB) 0.4 $2.1M 15k 134.27
Paycom Software (PAYC) 0.4 $2.1M 6.6k 314.76
Tetra Tech (TTEK) 0.4 $2.0M 19k 109.16
Autodesk (ADSK) 0.4 $2.0M 7.2k 281.55
Sherwin-Williams Company (SHW) 0.4 $2.0M 8.8k 230.46
Veeva Sys Cl A Com (VEEV) 0.3 $2.0M 9.9k 198.87
Amphenol Corp Cl A (APH) 0.3 $2.0M 35k 56.25
Jack Henry & Associates (JKHY) 0.3 $1.9M 14k 130.05
SPS Commerce (SPSC) 0.3 $1.8M 13k 142.32
Paychex (PAYX) 0.3 $1.8M 17k 105.24
Pool Corporation (POOL) 0.3 $1.8M 4.1k 435.92
Adobe Systems Incorporated (ADBE) 0.3 $1.7M 4.6k 384.00
Omnicell (OMCL) 0.3 $1.7M 12k 137.93
Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.6M 2.0k 797.36
3M Company (MMM) 0.3 $1.5M 9.8k 157.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.5M 7.5k 202.08
Pgim Short Duration High Yie (ISD) 0.3 $1.5M 94k 16.05
NVR (NVR) 0.3 $1.5M 323.00 4640.87
Allspring Income Opportunit Inc Oppty Fd (EAD) 0.3 $1.5M 163k 9.16
BlackRock Corporate High Yield Fund VI (HYT) 0.3 $1.5M 118k 12.34
Amplify Etf Tr High Income (YYY) 0.3 $1.4M 88k 16.39
Wec Energy Group (WEC) 0.2 $1.4M 15k 97.09
Diageo Spon Adr New (DEO) 0.2 $1.4M 6.5k 219.78
Pfizer (PFE) 0.2 $1.4M 33k 42.56
Linde SHS 0.2 $1.4M 4.1k 341.70
Xai Octagon Floatng Rate Alt (XFLT) 0.2 $1.4M 154k 8.92
Johnson & Johnson (JNJ) 0.2 $1.4M 11k 119.59
CarMax (KMX) 0.2 $1.3M 10k 130.23
Highland Income Highland Income (HFRO) 0.2 $1.3M 116k 10.99
Te Connectivity SHS (TEL) 0.2 $1.2M 7.7k 162.00
Angel Oak Finl Strategies In Com Ben Int (FINS) 0.2 $1.2M 72k 17.06
First Financial Corporation (THFF) 0.2 $1.2M 27k 45.32
Rollins (ROL) 0.2 $1.2M 46k 26.29
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.2 $1.2M 47k 25.02
Ishares Msci Aust Etf (EWA) 0.2 $1.1M 46k 24.99
Emerson Electric (EMR) 0.2 $1.1M 12k 92.93
Verisign (VRSN) 0.2 $1.1M 5.5k 204.45
Ishares Msci Switzerland (EWL) 0.2 $1.1M 21k 53.35
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.1M 65k 17.07
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.1M 146k 7.54
Ishares Msci France Etf (EWQ) 0.2 $1.0M 27k 38.91
Procter & Gamble Company (PG) 0.2 $1.0M 9.0k 115.12
Us Bancorp Del Com New (USB) 0.2 $1.0M 22k 47.51
Cavco Industries (CVCO) 0.2 $1.0M 4.1k 245.11
Starbucks Corporation (SBUX) 0.2 $1.0M 11k 96.05
Ishares Msci Spain Etf (EWP) 0.2 $1.0M 38k 26.17
United Parcel Service CL B (UPS) 0.2 $958k 6.2k 155.72
Charles River Laboratories (CRL) 0.2 $953k 3.2k 296.15
Ishares Msci Austria Etf (EWO) 0.2 $913k 37k 24.92
Exxon Mobil Corporation (XOM) 0.2 $894k 18k 49.74
AtriCure (ATRC) 0.2 $882k 13k 69.53
Home Depot (HD) 0.2 $872k 3.2k 273.53
CRH Adr 0.2 $863k 17k 52.41
Atlassian Corp Cl A 0.1 $848k 2.2k 387.75
Coca-Cola Company (KO) 0.1 $845k 20k 43.28
Brown Forman Corp CL B (BF.B) 0.1 $829k 11k 73.61
General Mills (GIS) 0.1 $828k 16k 52.69
Wells Fargo & Company (WFC) 0.1 $827k 23k 35.37
Oracle Corporation (ORCL) 0.1 $823k 13k 65.60
Thomson Reuters Corp. Com New 0.1 $819k 6.8k 119.77
Lamar Advertising Cl A (LAMR) 0.1 $816k 9.5k 85.97
Expeditors International of Washington (EXPD) 0.1 $777k 8.1k 95.47
Deere & Company (DE) 0.1 $765k 2.4k 314.43
Mastercard Incorporated Cl A (MA) 0.1 $760k 2.4k 314.70
Ishares Tr New Zealand Etf (ENZL) 0.1 $750k 13k 59.06
Duke Energy Corp Com New (DUK) 0.1 $749k 9.9k 75.60
Verizon Communications (VZ) 0.1 $747k 21k 36.36
Firstservice Corp (FSV) 0.1 $742k 4.9k 151.24
Ameriprise Financial (AMP) 0.1 $736k 2.7k 268.61
Ishares Tr Rus 1000 Etf (IWB) 0.1 $724k 2.7k 264.52
Lockheed Martin Corporation (LMT) 0.1 $707k 2.9k 245.74
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $701k 6.6k 106.32
Intel Corporation (INTC) 0.1 $695k 17k 41.61
Alphabet Cap Stk Cl A (GOOGL) 0.1 $690k 277.00 2490.97
Amgen (AMGN) 0.1 $677k 4.1k 165.49
Comcast Corp Cl A (CMCSA) 0.1 $674k 20k 34.32
Schlumberger Com Stk (SLB) 0.1 $669k 23k 29.79
Intuit (INTU) 0.1 $652k 1.3k 501.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $634k 4.8k 133.36
Sap Se Spon Adr (SAP) 0.1 $634k 4.5k 140.39
Proto Labs (PRLB) 0.1 $634k 12k 51.33
FirstEnergy (FE) 0.1 $633k 22k 29.36
Alcon Ord Shs (ALC) 0.1 $623k 15k 40.98
JPMorgan Chase & Co. (JPM) 0.1 $614k 5.9k 104.37
Genuine Parts Company (GPC) 0.1 $607k 6.1k 99.10
Elastic N V Ord Shs (ESTC) 0.1 $592k 4.7k 125.00
Dominion Resources (D) 0.1 $589k 10k 56.63
Etf Managers Tr Etho Climate Lea 0.1 $585k 9.1k 64.41
BlackRock (BLK) 0.1 $582k 872.00 667.43
Bhp Group Sponsored Ads (BHP) 0.1 $570k 9.4k 60.70
Cbre Group Cl A (CBRE) 0.1 $565k 5.2k 108.35
McDonald's Corporation (MCD) 0.1 $563k 2.5k 222.53
Kkr & Co (KKR) 0.1 $557k 7.5k 74.53
Spirit Rlty Cap Com New 0.1 $551k 16k 34.64
TransDigm Group Incorporated (TDG) 0.1 $541k 850.00 636.47
Ishares Msci Mexico Etf (EWW) 0.1 $537k 11k 48.78
Apogee Enterprises (APOG) 0.1 $530k 11k 48.18
Icici Bank Adr (IBN) 0.1 $523k 27k 19.77
Check Point Software Tech Lt Ord (CHKP) 0.1 $521k 4.6k 113.33
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.1 $497k 6.3k 78.40
Ishares Tr Msci Poland Etf (EPOL) 0.1 $481k 23k 21.02
Pepsi (PEP) 0.1 $473k 2.8k 167.73
Dell Technologies CL C (DELL) 0.1 $459k 11k 42.66
Cisco Systems (CSCO) 0.1 $459k 7.3k 62.89
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $452k 3.00 150666.67
Sba Communications Corp Cl A (SBAC) 0.1 $448k 1.1k 392.16
Hilton Worldwide Holdings (HLT) 0.1 $448k 2.9k 156.15
Unilever Spon Adr New (UL) 0.1 $448k 8.2k 54.82
Compass Minerals International (CMP) 0.1 $440k 12k 37.35
Nice Sponsored Adr (NICE) 0.1 $429k 1.3k 325.99
O'reilly Automotive (ORLY) 0.1 $422k 598.00 705.69
Hanesbrands (HBI) 0.1 $413k 35k 11.78
Ishares Tr Msci Indonia Etf (EIDO) 0.1 $413k 18k 22.60
CenterPoint Energy (CNP) 0.1 $411k 21k 19.56
Costco Wholesale Corporation (COST) 0.1 $403k 709.00 568.41
Accenture Plc Ireland Shs Class A (ACN) 0.1 $401k 969.00 414.01
Rio Tinto Sponsored Adr (RIO) 0.1 $400k 6.0k 66.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $398k 1.1k 347.29
P T Telekomunikasi Indonesia Sponsored Adr (TLK) 0.1 $395k 13k 29.38
Truist Financial Corp equities (TFC) 0.1 $383k 10k 37.63
Charles Schwab Corporation (SCHW) 0.1 $371k 5.3k 69.66
Caterpillar (CAT) 0.1 $368k 1.8k 205.74
Vulcan Materials Company (VMC) 0.1 $368k 1.8k 207.79
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $364k 1.0k 363.64
Xcel Energy (XEL) 0.1 $358k 9.9k 36.21
Ishares Esg Awr Msci Em (ESGE) 0.1 $357k 59k 6.09
Hdfc Bank Sponsored Ads (HDB) 0.1 $350k 5.5k 63.47
Sea Sponsord Ads (SE) 0.1 $339k 1.5k 223.32
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $339k 16k 21.15
Mettler-Toledo International (MTD) 0.1 $336k 198.00 1696.97
Vmware Cl A Com 0.1 $336k 4.1k 81.85
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.1 $330k 4.0k 82.50
Live Nation Entertainment (LYV) 0.1 $328k 2.7k 119.66
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $326k 2.7k 118.70
Liberty Broadband Corp Com Ser C (LBRDK) 0.1 $316k 2.0k 160.90
Royal Dutch Shell Spon Adr B 0.1 $315k 7.1k 44.29
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $308k 51k 5.99
Black Knight 0.1 $307k 3.7k 82.95
Markel Corporation (MKL) 0.1 $307k 249.00 1232.93
Arcos Dorados Holdings Shs Class -a - (ARCO) 0.1 $307k 53k 5.82
NVIDIA Corporation (NVDA) 0.1 $301k 1.3k 227.27
Lennar Corp Cl A (LEN) 0.1 $293k 2.5k 115.96
MercadoLibre (MELI) 0.0 $280k 206.00 1357.14
Micron Technology (MU) 0.0 $279k 7.1k 39.10
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.0 $278k 4.1k 68.30
Baidu Spon Adr Rep A (BIDU) 0.0 $273k 1.8k 148.75
Heico Corp Cl A (HEI.A) 0.0 $270k 2.1k 128.63
General Electric Com New (GE) 0.0 $267k 3.0k 89.99
Spdr Gold Tr Gold Shs (GLD) 0.0 $262k 4.5k 58.82
Domino's Pizza (DPZ) 0.0 $261k 463.00 563.71
Microchip Technology (MCHP) 0.0 $257k 3.0k 86.21
Ishares Tr Msci Eafe Etf (EFA) 0.0 $254k 3.2k 78.82
Guidewire Software (GWRE) 0.0 $252k 2.2k 113.41
Abbvie (ABBV) 0.0 $249k 1.8k 134.96
Etsy (ETSY) 0.0 $245k 1.1k 218.71
Walt Disney Company (DIS) 0.0 $243k 2.3k 104.88
Relx Sponsored Adr (RELX) 0.0 $241k 7.4k 32.57
Yandex N V Shs Class A (YNDX) 0.0 $237k 3.8k 61.57
Vail Resorts (MTN) 0.0 $229k 699.00 327.89
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $228k 7.0k 32.50
Ambev Sa Sponsored Adr (ABEV) 0.0 $225k 82k 2.74
Wix SHS (WIX) 0.0 $222k 1.4k 158.01
Sterling Bancorp 0.0 $208k 8.1k 25.75
Horizon Therapeutics Pub L SHS 0.0 $207k 1.9k 108.33
Ishares Tr Global Tech Etf (IXN) 0.0 $203k 20k 10.29
NetApp (NTAP) 0.0 $202k 2.2k 91.82
Martin Marietta Materials (MLM) 0.0 $200k 459.00 435.90
Natera (NTRA) 0.0 $200k 2.1k 93.37
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $192k 53k 3.63
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $168k 60k 2.81
Melco Resorts And Entmnt Adr (MLCO) 0.0 $166k 16k 10.16
Ishares Tr Global Finls Etf (IXG) 0.0 $146k 13k 11.01
Grupo Televisa S A B Spon Adr Rep Ord (TV) 0.0 $142k 15k 9.35
Ishares Tr U.s. Energy Etf (IYE) 0.0 $133k 31k 4.33
Sendas Distribuidora S A Spon Ads (ASAI) 0.0 $124k 11k 11.82
Barclays Adr (BCS) 0.0 $120k 12k 10.34
Huya Ads Rep Shs A (HUYA) 0.0 $114k 16k 6.95
Iclick Interactive Asia Grou Sponsored Adr 0.0 $112k 24k 4.59
Banco Santander Adr (SAN) 0.0 $107k 28k 3.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $98k 20k 4.83
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $98k 14k 6.81
Global X Fds Msci China Cnsmr (CHIQ) 0.0 $98k 100k 0.98
Vipshop Holdings Sponsored Ads A (VIPS) 0.0 $96k 12k 8.36
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $80k 10k 7.81
Select Sector Spdr Tr Financial (XLF) 0.0 $63k 16k 3.99
Ishares Msci Cda Etf (EWC) 0.0 $49k 31k 1.57
Ishares Msci Sweden Etf (EWD) 0.0 $42k 25k 1.71
Ishares Msci Netherl Etf (EWN) 0.0 $39k 21k 1.84
Donaldson Company (DCI) 0.0 $38k 79k 0.48
Ishares Msci Germany Etf (EWG) 0.0 $38k 32k 1.16
Ishares Msci Singpor Etf (EWS) 0.0 $38k 43k 0.88
Ishares Msci Italy Etf (EWI) 0.0 $36k 31k 1.18
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.0 $34k 34k 1.01
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $33k 53k 0.62
Ishares Msci Hong Kg Etf (EWH) 0.0 $29k 35k 0.83
Ishares Tr Core S&p500 Etf (IVV) 0.0 $20k 42k 0.47
Franklin Templeton Etf Tr Ftse Brazil (FLBR) 0.0 $13k 21k 0.63
Titan Med Com New (TMDIF) 0.0 $7.0k 11k 0.66
Delaware Inv Mn Mun Inc Fd I 0.0 $2.0k 123k 0.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $1.0k 16k 0.06
Fifth Third Ban (FITB) 0.0 $1.0k 14k 0.07
Sanofi Sponsored Adr (SNY) 0.0 $0 4.4k 0.00
Novo-nordisk A S Adr (NVO) 0.0 $0 10k 0.00
Boulder Growth & Income Fund (STEW) 0.0 $0 15k 0.00